Philip Jones

Name
Philip Jones
ID
450255
ABN
First Provided Advice
2001

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Dec. 13, 2013
Ceased
July 12, 2021
Status
Ceased
Licence Holder
Oracle Advisory Group Pty. Ltd. (#540806)
Commenced
March 20, 2023
Ceased
July 20, 2026
Status
Ceased
Licence Holder
Oracle Investment Management Pty Ltd (#430574)
Commenced
July 13, 2021
Ceased
March 20, 2023
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
Oct. 22, 2001
Ceased
Dec. 31, 2013